Review criteria
- +Device and software inventory per client
- +Warranty and end-of-life highlighting
- +License-count columns
- +Works in Google Sheets and Excel
Client Asset Inventory in IT Managed Services
The Client Asset Inventory is a copy-ready spreadsheet for it managed services that tracks clients, devices, warranty, software, status. It opens unchanged in both Google Sheets and Excel, needs no add-ons or macros, and takes about 10 minutes to set up.
Last updated: August 2026
Excel workbook · opens in Google Sheets · 3 tabs · no sign-up
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What’s inside “Client Asset Inventory”
Tabs: How to use · Assets · SummaryFormat: Excel (.xlsx) · opens in Google SheetsSetup: About 10 minutesColumns: 8
Columns (grey = calculated for you)
- Client
- Device
- Type
- Serial
- Assigned to
- Purchased
- Warranty expires
- Status
- Open the Assets tab and replace the sample rows with your own — one row per entry. Formulas fill in automatically for new rows.
- One row per device per client. Copy serials from the device label or your RMM export; filter by Client before a quarterly review.
- Warranty expires turns red once the date has passed.
- Using Google Sheets? Upload the file to Google Drive, then open it with Google Sheets (or File → Import in an open sheet). Formulas, dropdowns and highlights carry over.
The file opens locally on your device — nothing is uploaded, and you own the copy outright.
Client Asset Inventory
About this template
It is built for people who want results without another subscription: mSPs tracking assets across client sites. The whole template is free to copy — there is no paid tier. Because it is a plain spreadsheet, you own your data outright and can shape every column to how you actually work.
Review evidence
What to verify before choosing Client Asset Inventory
Use the review criteria below to decide whether this template fits your workflow.
Often worth considering when
- +MSPs tracking assets across client sites
- +Anyone planning refreshes and renewals
Pause before choosing when
- -Automatic network discovery
- -RMM agent integration
About IT Managed Services
Why people consider this option
- +Track tickets, client assets, and recurring revenue without paid PSA software
- +Know your monthly recurring revenue per client
- +Keep an asset inventory across clients
What to review before acting
- -No RMM or remote monitoring built in
- -Growing MSPs eventually need a PSA/RMM platform
Trust FAQ
Questions people ask before copying a template
Does the Client Asset Inventory work in both Google Sheets and Excel?
Yes. It is built with standard functions and no macros, so it opens and works the same in Google Sheets or Microsoft Excel — on desktop or your phone.
Is the Client Asset Inventory really free?
The core template is free to copy and use. There is no paid tier — download the Excel workbook, replace the sample rows with your own, and you are ready to work.
What does the Client Asset Inventory track?
It tracks clients, devices, warranty, software, status. The workbook comes with these columns plus the formulas, dropdowns and highlights already set up. Replace the sample rows and the totals update as you go.